de Lisle Financial Planning
An Operations Manager is needed for an established, independent Chartered financial planning firm in Stockport to help drive the business forward and execute its ambitious growth plans. This broad leadership role involves working across people, projects, systems, and processes to translate long-term strategy into practical priorities and ensure their delivery. The position requires someone with prior experience in a wealth management or financial planning operational role to bring structure, accountability, and momentum to the firm's initiatives.
We are financial advisers that specialise in financial planning for small business owners and professionals approaching retirement in Cheltenham & Cirencester, helping them organise their finances so that their money works as hard as they do.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for de Lisle Financial Planning.
3% below the average for this role